Connect Productroad and Pipedrive to Build Intelligent Automations
Choose a Trigger
When this happens...
New Post
Choose an Action
Automatically do this!
Create Person
Find User
Find Deal
Find Lead
Search Person
Create Deal
Create Lead
Update a Lead
Create Activity
Update Activity
Create Note
Add Product to Deal
Add Follower
Add Label to Person
Create Organization
Create Product
Update Person
Update a Organization
Update Deal
Find Activity
Create Project
Find Deals Associated with a Person
Create Project Task
Update Task
Update Project
List Person Fields
List Pipelines
List Products
List Projects
Archive Project
Add Note Comment
Update note comment
Updates Note
Add Follower to Organization
Add Follower to a person
Create Lead for Organisation
Add lead for Person
Add Activity To Person
Add Activity To Organisation
Add Activiy To Deal
Add Deal Follower
Add Deal Participant
Add Deal Discount
Ready to use Productroad and Pipedrive automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Post
Trigger when new post created.
New Deal
Triggers when a new deal is created.
Updated Deal
Triggers when an existing deal is updated.
New Note Created
Runs when a new note is created in Pipedrive.
New Activity Created
Runs when a new activity is created in Pipedrive.
New Lead Created
Runs when a new lead is created in Pipedrive.
Do thisActions
Action is the task that follows automatically within your Productroad integrations.
Change Post Status
To change status of the post you need to know ID of that post
Create Post
You can create posts on your own behalf or on behalf of your users.
Create a post on behalf of the customer
The request is identical to creating a post on your own behalf, but you need to add the email and full_name parameters, containing the email and username,
Create Person
Creates a new person (contact) with optional phone, email, owner, organization, labels, and visibility.
Find User
Finds a user by name, email, or id.
Find Deal
Finds a deal by any field and optionally creates one if none is found.
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Step by step guides to integrate Productroad and Pipedrive
Frequently Asked Questions
To start, connect both your Productroad and Pipedrive accounts to viaSocket. Once connected, you can set up a workflow where an event in Productroad triggers actions in Pipedrive (or vice versa).
Absolutely. You can customize how Productroad data is recorded in Pipedrive. This includes choosing which data fields go into which fields of Pipedrive, setting up custom formats, and filtering out unwanted information.
The data sync between Productroad and Pipedrive typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Productroad and Pipedrive. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Productroad
Productroad is a comprehensive platform designed to streamline product management processes. It offers tools for roadmapping, feedback collection, and prioritization, enabling teams to efficiently plan and execute product strategies. With Productroad, product managers can align their teams, gather valuable insights from stakeholders, and ensure that product development is on track and aligned with business goals.
Learn MoreAbout Pipedrive
Pipedrive is a CRM software designed to streamline sales processes. It helps businesses manage sales pipelines, track deals, organize contacts, schedule activities, and gain insights through reporting and analytics. By centralizing sales-related tasks and data, Pipedrive enables sales teams to prioritize activities, build stronger relationships with customers, and make data-driven decisions to improve sales performance.
Learn More
